Short, honest writing on what is working, what is not, and what we are learning inside real organisations.
The core thesis: most PE portfolios were built for a world of integrated, deterministic software. They are now misaligned with the modular, probabilistic architecture that AI is creating, and the implications for value creation are significant. --- The Foundational Mismatch Most PE portfolio…
Why the winners of the AI era will not be the organisations that picked the best tools. --- On 31 March, Jack Dorsey and Sequoia's Roelof Botha published an essay, From Hierarchy to Intelligence, arguing that corporate hierarchy is an obsolete information routing system. Their claim is that AI can…
The web was built for humans clicking links. In Q1 2026, three of the biggest infrastructure companies on the planet - Cloudflare, Shopify, and Google - quietly started rebuilding it for AI agents. Not as an experiment. Not as a beta feature buried in developer documentation. As production…
Let us begin with a familiar scene. The annual strategy offsite. A three-year roadmap on the screen. Year one is detailed, year two is vague, year three is aspirational. Everyone nods. The meeting ends. Twelve months later, the same people gather to create another three-year plan that looks…
And How to Save It Let us begin with a difficult truth. That new pilot you are about to kick off, the one being championed internally as the next major leap in transformation, is more likely to stall than succeed. This will not be because of bad code, immature algorithms or even external market…
Smart, experienced leaders are sitting around polished tables, surrounded by reports that would make a data analyst weep with joy, yet they're more uncertain than I've seen them in years. Why? Because we're navigating something genuinely unprecedented. Five generations working together. Digital…
Introduction: Why Competence Matters More Than Curiosity The growing presence of generative AI tools like ChatGPT in the workplace has sparked a wave of experimentation. Business users are drafting emails, summarising documents, generating product ideas, and even scripting client communications,…